See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,188 | $167,307+1.1% | $143,757+17.7% | $134,475+25.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.78% | 0.46%-10.2pp | -0.04%-9.7pp | 417.96%-427.7pp |
| Employer contribution / active EE | $6,841 | $5,619+21.7% | $4,951+38.2% | $4,740+44.3% |
| Participant deferral / active EE | $6,508 | $6,446+1.0% | $5,637+15.5% | $6,400+1.7% |
| Admin fee / account holder | $2,876 | $18,088-84.1% | $14,673-80.4% | $11,426-74.8% |